Flash Report is where you track the revenue and labour costs. You can calculate income and expenses at either location level or rota level.
At the location level, you are looking at income and expenses for a specific physical location of your business, such as a store, or a specific area of a large operation.
At the rota level, you are looking at a much more detailed breakdown based on shifts. This approach helps you analyse sales and wages more precisely, at the level of individual rotas, departments, or divisions.
How do I implement divisions and departments to Flash Report
Ensure that finance is managed at the rota level and that divisions and departments are set up before following the guide below.
Go to General Setting in the configuration(the cog icon in the top right-hand corner).
Scroll down to Finance section and select At Rota Level as the financial management mode, and update the setting.
Create divisions and departments.
Make sure the rotas are assigned to the appropriate departments.
At this point, you have added divisions and departments to your financial report. Next, you will need to update the system users and specify who can view the rota level calculation, as well as their level of visibility.
Go to System Users in the configuration(the cog icon in the top right-hand corner).
Edit the required system user.
Attach the appropriate divisions in the Division section, if applicable. This will automatically assign the system user to any departments linked to the division.
If only departments are set up, attach the appropriate departments to this system user in the Department section.
You can filter by divisions, departments, and rotas to break down the financial statement now.
